Investment Q&A

• BlackRock Inc. (BLK $1,124.75)
  • $1,124.75 P/E (TTM): 27.41X Cap: $174.17B
  • View BLK Profile
  • View Questions on BLK
• Berkshire Hathaway Inc. (BRK.B $488.59)
  • $488.59 P/E (TTM): 16.63X Cap: $1.05T
  • View BRK.B Profile
  • View Questions on BRK.B
• Brookfield Corporation Class A Limited (BN $64.10)
  • $64.10 P/E (TTM): 150.08X Cap: $95.88B
  • View BN Profile
  • View Questions on BN

Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.

Upvote 5

Read Answer Asked by Anh on April 23, 2024

Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.

Upvote 10

Read Answer Asked by David on April 23, 2024

• Purpose US Cash Fund (PSU.U $100.28)
  • $100.28 Cap: $782M
  • View PSU.U Profile
  • View Questions on PSU.U
• Global X Cash Maximizer Corporate Class ETF (HSAV $116.49)
  • $116.49 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV
• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $116.02)
  • $116.02 Cap: $754M
  • View HSUV.U Profile
  • View Questions on HSUV.U
• US High Interest Savings Account Fund (HISU.U $100.28)
  • $100.28 Cap: $438M
  • View HISU.U Profile
  • View Questions on HISU.U
• Global X USD High Interest Savings ETF (UCSH.U $50.16)
  • $50.16 Cap: $293M
  • View UCSH.U Profile
  • View Questions on UCSH.U

Q: Can you please suggest other ETFs in USD that have similar or better performance to HSAV.
Thanks again

Upvote 6

Read Answer Asked by TOM on April 23, 2024

• Star Group L.P. (SGU $11.50)
  • $11.50 P/E (TTM): 7.01X Cap: $388M
  • View SGU Profile
  • View Questions on SGU

Q: I am a fan of buying companies that perform the boring, tedious and "un-sexy" jobs. Star would seem to qualify and would also seem to have good cash flow, etc. Despite it's very poor momentum, it seems, otherwise, o.k. What are your thoughts regarding this stock for an income investor?

Upvote 1

Read Answer Asked by David on April 23, 2024

• CMS Energy Corporation (CMS $72.78)
  • $72.78 P/E (TTM): 21.54X Cap: $21.85B
  • View CMS Profile
  • View Questions on CMS
• Atmos Energy Corporation (ATO $166.79)
  • $166.79 P/E (TTM): 23.16X Cap: $26.66B
  • View ATO Profile
  • View Questions on ATO
• Otter Tail Corporation (OTTR $83.09)
  • $83.09 P/E (TTM): 12.03X Cap: $3.48B
  • View OTTR Profile
  • View Questions on OTTR
• Star Group L.P. (SGU $11.50)
  • $11.50 P/E (TTM): 7.01X Cap: $388M
  • View SGU Profile
  • View Questions on SGU

Q: Would you recommend any small or mid cap US stocks in the utility sector? Or if this is a sector where large cap is preferred? Interested in your thoughts in both cases.

Upvote 1

Read Answer Asked by Thomas on April 23, 2024

• Nucor Corporation (NUE $143.25)
  • $143.25 P/E (TTM): 25.73X Cap: $33.20B
  • View NUE Profile
  • View Questions on NUE

Q: How were the results and guidance ? Thank you.

Upvote 1

Read Answer Asked by Paul on April 23, 2024

• Canoe EIT Income Fund (EIT.UN $15.32)
  • $15.32 P/E (TTM): 50.26X Cap: $2.42B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Blue Ribbon Income Fund (RBN.UN $8.49)
  • $8.49 P/E (TTM): 20.18X Cap: $81M
  • View RBN.UN Profile
  • View Questions on RBN.UN

Q: As a retired income investment, I have enjoyed the steady increase in the value of these funds over the last years as well as a good dividend. In fact they tended to stay steady every time the market dipped. Until lately. Both have seen daily drops unseen before. Has anything changed or is it the general skittish market right now.

Upvote 3

Read Answer Asked by Don on April 23, 2024

• Kirkland Lake Discoveries Corp. (KLDC $0.15)
  • $0.15 Cap: $20M
  • View KLDC Profile
  • View Questions on KLDC

Q: Any thoughts on Kirkland Lake Discovery Corp?

Upvote 1

Read Answer Asked by Gregory on April 23, 2024

• Greenlane Renewables Inc. (GRN $0.22)
  • $0.22 Cap: $33M
  • View GRN Profile
  • View Questions on GRN

Q: Could you please provide your outlook on this name? I lost 95% on this one in my TFSA, any chance this name may rebounds?

thank you,

Upvote 1

Read Answer Asked by Kate on April 23, 2024

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.49)
  • $116.49 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV

Q: I really appreciated your explanation made today on this ETF.
Do gains/losses made holding this ETF comprise capital gains and losses only or do they include interest? You peaked my interest with this as I currently have a lot invested in GICs / money market and am not relishing the tax hit.
Thanks a lot

Upvote 5

Read Answer Asked by TOM on April 23, 2024

• BMO Equal Weight REITs Index ETF (ZRE $22.32)
  • $22.32 P/E (TTM): 54.28X Cap: $592M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $24.65)
  • $24.65 P/E (TTM): 40.82X Cap: $727M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Banks Index ETF (ZEB $48.12)
  • $48.12 P/E (TTM): 12.49X Cap: $4.01B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Industrials Index ETF (ZIN $45.64)
  • $45.64 P/E (TTM): 39.94X Cap: $37M
  • View ZIN Profile
  • View Questions on ZIN
• BMO Equal Weight Oil & Gas Index ETF (ZEO $76.58)
  • $76.58 P/E (TTM): 43.8X Cap: $222M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.84)
  • $44.84 P/E (TTM): 5.95X Cap: $18.25B
  • View XIC Profile
  • View Questions on XIC
• Invesco S&P 500 Equal Weight Index ETF (EQL $39.26)
  • $39.26 P/E (TTM): 45.24X Cap: $1.42B
  • View EQL Profile
  • View Questions on EQL

Q: Is there an ETF that provides equal weight coverage of the TSX similar to what EQL does for the S&P 500?
I would like to increase my ETF holdings providing a broad coverage of the Cdn market vs individual stocks. I already have a heavy weighting in individual financial stocks and most TSX ETFs would simply further skew my overall balance.

Upvote 3

Read Answer Asked by Bruce on April 23, 2024

• Capstone Copper Corp. (CS $9.30)
  • $9.30 P/E (TTM): 65.27X Cap: $7.08B
  • View CS Profile
  • View Questions on CS
• Kraken Robotics Inc. (PNG $3.51)
  • $3.51 P/E (TTM): 49.86X Cap: $1.03B
  • View PNG Profile
  • View Questions on PNG

Q: Good morning, which of these two stocks would have more upside potential, day about one year atvthe most regardless of anything else. I realize it's a very short time horizon and it's like comparing apples to oranges, thanks?

Upvote 3

Read Answer Asked by Pat on April 23, 2024

• Cintas Corporation (CTAS $216.11)
  • $216.11 P/E (TTM): 49.26X Cap: $87.08B
  • View CTAS Profile
  • View Questions on CTAS
• Mettler-Toledo International Inc. (MTD $1,278.00)
  • $1,278.00 P/E (TTM): 33.39X Cap: $26.32B
  • View MTD Profile
  • View Questions on MTD

Q: Can you comment on Cintas and Mettler Toledo prospects?

Upvote 2

Read Answer Asked by Kim on April 23, 2024

• ATS Corporation (ATS $37.07)
  • $37.07 Cap: $3.64B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $117.12)
  • $117.12 P/E (TTM): 18.94X Cap: $1.48B
  • View HPS.A Profile
  • View Questions on HPS.A

Q: With the drop in HPS price I was thinking of selling my ATS and buying HPS. What is your advice? Thanks Steve

Upvote 16

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $197.02)
  • $197.02 P/E (TTM): 44.54X Cap: $54.61B
  • View DOL Profile
  • View Questions on DOL
• Gildan Activewear Inc. (GIL $75.39)
  • $75.39 P/E (TTM): 17.51X Cap: $11.25B
  • View GIL Profile
  • View Questions on GIL
  • View Reports on GIL
• Restaurant Brands International Inc. (QSR $88.67)
  • $88.67 P/E (TTM): 24.06X Cap: $40.32B
  • View QSR Profile
  • View Questions on QSR
• Metro Inc. (MRU $102.10)
  • $102.10 P/E (TTM): 21.93X Cap: $22.21B
  • View MRU Profile
  • View Questions on MRU
• WSP Global Inc. (WSP $282.72)
  • $282.72 P/E (TTM): 45.42X Cap: $36.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Chartwell Retirement Residences (CSH.UN $18.30)
  • $18.30 P/E (TTM): 83.18X Cap: $5.32B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• TFI International Inc. (TFII $126.63)
  • $126.63 P/E (TTM): 21.79X Cap: $10.40B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• BRP Inc. Subordinate Voting Shares (DOO $77.03)
  • $77.03 Cap: $5.63B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Alimentation Couche-Tard Inc. (ATD $70.31)
  • $70.31 P/E (TTM): 18.74X Cap: $66.65B
  • View ATD Profile
  • View Questions on ATD
• Premium Brands Holdings Corporation (PBH $95.58)
  • $95.58 P/E (TTM): 45.83X Cap: $4.26B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $117.12)
  • $117.12 P/E (TTM): 18.94X Cap: $1.48B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $76.12)
  • $76.12 P/E (TTM): 37.89X Cap: $8.73B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Vitalhub Corp. (VHI $12.93)
  • $12.93 P/E (TTM): 149.29X Cap: $725M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.84)
  • $4.84 Cap: $1.22B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.34)
  • $53.34 P/E (TTM): 31.22X Cap: $2.08B
  • View AND Profile
  • View Questions on AND
  • View Reports on AND
• Boyd Group Services Inc. (BYD $221.48)
  • $221.48 P/E (TTM): 258.11X Cap: $4.75B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• CoStar Group Inc. (CSGP $88.36)
  • $88.36 P/E (TTM): 360.12X Cap: $37.43B
  • View CSGP Profile
  • View Questions on CSGP
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: With the buyout deal, would it be best to hold this stock or sell. My average price is $4.96. I am down about 3% but not sure what to do next. Can you please advise me of some options? Thank you

Upvote 2

Read Answer Asked by Daniel on April 23, 2024

• Brompton Lifeco Split Corp. Class A Shares (LCS $8.55)
  • $8.55 P/E (TTM): 14.66X Cap: $77M
  • View LCS Profile
  • View Questions on LCS

Q: Is LCS currently paying a dividend? Why is share price down?

John

Upvote 1

Read Answer Asked by John on April 23, 2024

• Sun Life Financial Inc. (SLF $81.67)
  • $81.67 P/E (TTM): 14.85X Cap: $46.42B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC $281.80)
  • $281.80 P/E (TTM): 22.62X Cap: $50.25B
  • View IFC Profile
  • View Questions on IFC

Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Dollarama Inc. (DOL $197.02)
  • $197.02 P/E (TTM): 44.54X Cap: $54.61B
  • View DOL Profile
  • View Questions on DOL
• Premium Brands Holdings Corporation (PBH $95.58)
  • $95.58 P/E (TTM): 45.83X Cap: $4.26B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: Looking at growth of these 2 companies over the last year. PBH is falling while DOL has had steady growth. Would you suggest a switch or do you see a recovery for PBH? Thanks Steve

Upvote 6

Read Answer Asked by Stephen on April 23, 2024

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.14)
  • $41.14 P/E (TTM): 82.86X Cap: $6.51B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Stantec Inc. (STN $150.46)
  • $150.46 P/E (TTM): 38.73X Cap: $17.16B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• InterRent Real Estate Investment Trust (IIP.UN $13.30)
  • $13.30 Cap: $1.85B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.76)
  • $17.76 P/E (TTM): 4.11X Cap: $2.20B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• North American Construction Group Ltd. (NOA $18.51)
  • $18.51 P/E (TTM): 14.76X Cap: $543M
  • View NOA Profile
  • View Questions on NOA
• Taiga Building Products Ltd. (TBL $3.50)
  • $3.50 P/E (TTM): 8.07X Cap: $377M
  • View TBL Profile
  • View Questions on TBL

Q: Which stocks will benefit with lots of new housing expected to be built and What other stocks will benefit from the budget?. Which stocks can possibly hurt.

Upvote 4

Read Answer Asked by Nizar on April 23, 2024